Senior Wealth Advisory Account Manager

Northern Trust Corp; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

Northern Trust Corp is seeking a Senior Account Manager in Milwaukee to coordinate account administration for fiduciary and investment management services. The successful candidate will have strong communication skills and 5-7 years of related experience.

Responsibilities include managing complex client relationships, ensuring smooth execution of service requests, and collaborating with Trust Advisors. A flexible and collaborative work environment is offered, along with a commitment to community involvement.

Qualifications

• Must possess excellent oral and written communication skills.
• Require knowledge of personal trust, estate, guardian, and advisory services.
• 5-7 years of relevant work experience is preferred.

Responsibilities

• Coordinate account administration for complex client relationships.
• Oversee the resolution of client issues and service requests.
• Assist Trust Advisors with business development and client presentations.

Skills

Excellent oral and written communication skills

Analytical and problem-solving skills

Knowledge of personal trust and estate services

Technical skills / systems knowledge (e.g. Peoplesoft)

Adaptability to change

Education

College or University degree

5-7 years of experience in financial servicing

Job description

Northern Trust Corp is seeking a Senior Account Manager in Milwaukee to coordinate account administration for fiduciary and investment management services. The successful candidate will have strong communication skills and 5-7 years of related experience.

Responsibilities include managing complex client relationships, ensuring smooth execution of service requests, and collaborating with Trust Advisors. A flexible and collaborative work environment is offered, along with a commitment to community involvement.